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EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEH has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEH
Employer identification number (EIN):231746895
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01SUSAN BARTELS2025-01-06
0012022-07-01SUSAN BARTELS2024-01-26
0012021-07-01SUSAN BARTELS2023-04-14
0012020-07-01SUSAN BARTELS2022-04-05
0012019-07-01SUSAN BARTELS2020-09-01
0012018-07-01SUSAN BARTELS2020-01-28
0012017-07-01SUSAN BARTELS2019-01-23
0012016-07-01SUSAN BARTELS2018-01-30
0012015-07-01SUSAN BARTELS2016-10-19
0012014-07-01SUSAN BARTELS2015-11-10
0012013-07-01SUSAN BARTELS2015-01-13
0012012-07-01SUSAN BARTELS2014-01-14
0012011-07-01MARYJEAN DESANDES2012-12-03
0012010-07-01MARYJEAN DESANDES2012-01-23
0012008-07-01MARYJEAN DESANDES

Financial Data on EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-060
Total liabilities as of the end of the plan year2025-01-060
Total liabilities as of the beginning of the plan year2025-01-060
Total expenses incurred by plan in this plan year2025-01-062553
Net assets as of the end of the plan year2025-01-06329028
Total assets as of the beginning of the plan year2025-01-06262269
Value of plan covered by a fidelity bond2025-01-0650000
Participant contributions to plan in this plan year2025-01-0615970
Other expenses paid from plan in this plan year2025-01-060
Other contributions to plan in this plan year2025-01-060
Other income to plan in this plan year2025-01-0640841
Plan net income in this plan year2025-01-0666759
Net assets as of the end of the plan year2025-01-06329028
Net assets as of the beginning of the plan year2025-01-06262269
Employer contributions to plan in this plan year2025-01-0612501
Fees paid to broker by Benefit Provider2025-01-06115
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-06105
2009 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2009 401k financial data
Transfers to/from the plan2009-06-30$0
Total plan liabilities at end of year2009-06-30$0
Total plan liabilities at beginning of year2009-06-30$0
Total income from all sources2009-06-30$-50,471
Expenses. Total of all expenses incurred2009-06-30$22,317
Benefits paid (including direct rollovers)2009-06-30$22,292
Total plan assets at end of year2009-06-30$173,889
Total plan assets at beginning of year2009-06-30$234,677
Value of fidelity bond covering the plan2009-06-30$25,000
Total contributions received or receivable from participants2009-06-30$1,935
Expenses. Other expenses not covered elsewhere2009-06-30$25
Contributions received from other sources (not participants or employers)2009-06-30$0
Other income received2009-06-30$-61,642
Net income (gross income less expenses)2009-06-30$-72,788
Net plan assets at end of year (total assets less liabilities)2009-06-30$173,889
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$234,677
Total contributions received or receivable from employer(s)2009-06-30$9,236
Value of certain deemed distributions of participant loans2009-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

2008: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054963-K
Policy instance 1

Potentially related plans

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